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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1551
Fi3 Financial Advisors
Indiana
$313K -$37.7K -93 -10%
TCMP
1552
Thrive Capital Management (Pennsylvania)
Pennsylvania
$312K -$3.65K -9 -1%
WAS
1553
WESPAC Advisors SoCal
California
$312K +$318K +785 New
APC
1554
Aspire Private Capital
North Carolina
$311K +$11K +27 +4%
CCM
1555
Carlson Capital Management
Minnesota
$310K -$20.3K -50 -6%
LWA
1556
LWS Wealth Advisors
New Jersey
$308K +$316K +780 New
HIC
1557
Holderness Investments Company
North Carolina
$307K +$316K +779 New
I
1558
INVST
Indiana
$306K -$4.06K -10 -1%
SCA
1559
Sage Capital Advisors
South Dakota
$304K -$44.6K -110 -13%
LWM
1560
Lyell Wealth Management
California
$304K – – –
KCM
1561
Kanawha Capital Management
Virginia
$303K -$18.7K -46 -6%
WP
1562
WealthPLAN Partners
Nebraska
$303K +$22.7K +56 +9%
VWM
1563
Venturi Wealth Management
Texas
$302K -$811 -2 -0.3%
SAM
1564
Silvercrest Asset Management
New York
$302K – – –
IAP
1565
Indie Asset Partners
Indiana
$301K – – –
CAG
1566
Curtis Advisory Group
California
$300K -$50.7K -125 -14%
RWM
1567
Raffa Wealth Management
District of Columbia
$299K +$406 +1 +0.1%
JFA
1568
JNBA Financial Advisors
Minnesota
$298K +$34.9K +86 +13%
JIP
1569
JBJ Investment Partners
South Carolina
$296K -$23.5K -58 -7%
NAS
1570
Nicolet Advisory Services
Wisconsin
$296K +$49.9K +123 +20%
VFG
1571
V2 Financial group
Illinois
$294K +$8.52K +21 +3%
CPA
1572
Capital Planning Advisors
California
$292K – – –
CWM
1573
Cranbrook Wealth Management
Michigan
$288K – – –
OEP
1574
Ocean Endowment Partners
Illinois
$285K – – –
HW
1575
Hedeker Wealth
Illinois
$285K +$293K +723 New
61 62
63
64 65